The episode begins with Eral Karayazıcı introducing himself as a public money writer and reviewing the first week of the year. He highlights Borsa Istanbul's strong performance, with an 8.3% increase in Turkish lira terms, contrasting it with global markets where developing countries saw 40% gains, European exchanges 30%, and U.S. indexes averaged 11%. The dollar-TL rose by 0.5%, and on a dollar basis, Borsa Istanbul had a sharp 7.8% increase. Karayazıcı attributes this to negative division in 2025, with Borsa Istanbul losing 5% while exchange rates rose. He notes the Bist 100 index closed at 12,200 points in TL and 283 dollars on a dollar basis. Outside markets are positive, with Dow Jones up 2.4% and German indexes rising 2.7%. The episode then shifts to U.S. developments, where Fed Chair Powell faces a criminal investigation threat due to statements in the Senate Committee, creating market tension. International events like protests in Iran and possible U.S. intervention are discussed, impacting oil prices and foreign press. Gold and silver performances are analyzed, with silver up 5.8% and gold up 1.5%, reaching $4,575 and exceeding previous peaks. Karayazıcı questions if silver is a bubble but notes both metals continue to set records. He predicts Borsa Istanbul could reach 13,000 points, with a high probability, and discusses the shift from 240 to 283 dollars, possibly heading to 300 or 320. The rise in holiday interest rates is mentioned, with no change in inflation expectations, interpreted as global funds shifting positions from holiday to shares. The episode concludes with Karayazıcı emphasizing this as an address change rather than a general exit.
